Overview

Sakari Custom Properties allow you to create new contact properties specific to your organization.

Access Custom Properties directly via Account Settings (Settings > Account Settings > Custom Properties) or via the Contacts panel (see below).

Add a Custom Property

From the Contacts panel

• Click the gear icon
• Click the + Add Custom Property button

From Account Settings

• Click Add Property

• Name your attribute and choose the Data Type 

• Click Save

The Custom Property will be added as a column in the main Contacts view.

Add data to a Custom Property

Individually via the Contact Card

• Go to the Contacts panel
• Search for the Contact
• Open the Contact Card
• Select the appropriate Custom Property and make your edit.

To save changes, click the white checkmark (this only appears after a change has been made).

To multiple Contacts via CSV (bulk action)

1. Create a CSV including 
   1. a column containing the telephone number
   2. a column containing the data for the Custom Attribute (see Manage Contacts.)
2. Re-upload the CSV to Sakari
   • Map the Custom Attribute(s) to the column headers in your file upload
   • All mapped Attributes will be overwritten with the data in the uploaded CSV
   • You can optionally choose not to map any attributes/column headers that you do not want to edit

For guidance on editing multiple Contacts at once, please see Manage Contacts.

Delete a Custom Attribute

• In Account Settings > Custom Attributes tab
• Hover over the attribute you want to delete and click the trash can button on the right of the row
• This action deletes all data in that Custom Attribute from all Contacts